Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
1,261 clients
Average Client Portfolio
$456K average
Assets Under Management
$575.3M

Fee Structure

MartinWright Advisory's annual management fee ranges up to 1% annually, assessed monthly in arrears based on the previous month's value. Fees can be structured as a fixed percentage, a fixed dollar amount, or a tiered schedule. Financial planning and consulting services are also offered, with fees stipulated in the Investment Advisory Agreement, potentially including a minimum annual fee. Clients may incur additional charges from third parties like broker-dealers and custodians.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching
Loading...

Advisor Information

Office location

1523 Elizabeth Ave, Suite 210, Charlotte, NC, 28204

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jason is a Managing Director at YellowWood Wealth Solutions, LLC, a Registered Investment Advisor (RIA), dedicating most of his time as a financial advisor. He is also a Registered Representative with APW Capital and sells insurance as Jason Rericha - Insurance, spending a few hours per week on insurance-related activities.

Employment History
Current Registrations
Tru Independence Asset Management, LLC
July 2019 - Present · 6 yrs 6 mos
Apw Capital, INC.Broker
January 2019 - Present · 7 yrs
Previous Registrations
Yellowwood Wealth Solutions, LLC
November 2018 - June 2019 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2010 - November 2018 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
January 2010 - November 2018 · 8 yrs 10 mos
State Registrations10 states
DEFLGANCNYOHPASCVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jason Rericha - Financial Advisor | AdvisorDiscover